Prostatis Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Prostatis Group’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,110	Closed	-$332K	–	204
2026 Q1	$332K	Sell	1,110 -256	-19%	-$80.1K	0.08%	129
2025 Q4	$430K	Sell	1,366 -18	-1%	-$5.62K	0.1%	110
2025 Q3	$426K	Buy	1,384 +97	+8%	+$28.7K	0.11%	104
2025 Q2	$367K	Buy	+1,287	New	+$339K	0.11%	109
2024 Q3	–	Sell	-3,338	Closed	-$833K	–	156
2024 Q2	$833K	Sell	3,338 -226	-6%	-$54.3K	0.29%	72
2024 Q1	$855K	Sell	3,564 -2,516	-41%	-$576K	0.32%	69
2023 Q4	$1.33M	Sell	6,080 -789	-11%	-$161K	0.55%	50
2023 Q3	$1.34M	Sell	6,869 -90,298	-93%	-$18.4M	0.66%	36
2023 Q2	$1.4M	Buy	97,167 +90,287	+1,312%	+$17.3M	0.65%	38
2023 Q1	$1.3M	Buy	6,880 +4,181	+155%	+$761K	0.68%	36
2022 Q4	$470K	Buy	+2,699	New	+$474K	0.29%	65

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prostatis Group's VV Position: Q2 2026 in Review

Prostatis Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 1,110 shares — an estimated $332K sold.

Prostatis Group first reported a position in VV in Q4 2022 and held it in 11 quarters. The position peaked at $1.4M in Q2 2023. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Prostatis Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Prostatis Group sold 1,110 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $332K.
Prostatis Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and held it in 11 quarters.
Prostatis Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.4M in Q2 2023.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.